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Legacy Wealth Management (Idaho)’s DTE Energy DTE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-255
Closed -$37.3K – 393
2026
Q1 		$37.3K Hold
255
– – 0.02% 308
2025
Q4 		$32.9K Hold
255
– – 0.02% 268
2025
Q3 		$36.1K Sell
255
-10
-4% -$1.37K 0.02% 210
2025
Q2 		$35.1K Buy
265
+10
+4% +$1.34K 0.02% 186
2025
Q1 		$35.3K Hold
255
– – 0.02% 175
2024
Q4 		$31.3K Hold
255
– – 0.02% 159
2024
Q3 		$30.2K Buy
+255
New +$30.7K 0.02% 162

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DTE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 255 shares — an estimated $37.3K sold.

Legacy Wealth Management (Idaho) first reported a position in DTE in Q3 2024 and held it in 7 quarters. The position peaked at $37.3K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 255 DTE Energy shares in Q2 2026, an estimated $37.3K.
  • Legacy Wealth Management (Idaho) first reported a position in DTE Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s DTE Energy position peaked at $37.3K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.